Wealthstreet Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $140K | Hold |
1,040
| – | – | 3.77% | 9 |
|
2021
Q4 | $161K | Hold |
1,040
| – | – | 3.97% | 7 |
|
2021
Q3 | $133K | Sell |
1,040
-3,560
| -77% | -$455K | 3.67% | 9 |
|
2021
Q2 | $603K | Sell |
4,600
-8,746
| -66% | -$1.15M | 3.13% | 10 |
|
2021
Q1 | $1.63M | Buy |
13,346
+456
| +4% | +$55.6K | 0.16% | 130 |
|
2020
Q4 | $1.41M | Sell |
12,890
-8,000
| -38% | -$874K | 0.14% | 142 |
|
2020
Q3 | $1.82M | Sell |
20,890
-2,944
| -12% | -$256K | 0.2% | 108 |
|
2020
Q2 | $1.82M | Sell |
23,834
-3,690
| -13% | -$282K | 0.22% | 101 |
|
2020
Q1 | $1.61M | Buy |
27,524
+23,314
| +554% | +$1.37M | 0.24% | 94 |
|
2019
Q4 | $298K | Sell |
4,210
-400
| -9% | -$28.3K | 0.03% | 292 |
|
2019
Q3 | $295K | Sell |
4,610
-3,400
| -42% | -$218K | 0.04% | 282 |
|
2019
Q2 | $442K | Buy |
+8,010
| New | +$442K | 0.06% | 240 |
|